Whitney & Co’s Vanguard Total International Stock ETF VXUS Stock Holding History

Whitney & Co’s Portfolio VXUS Stock Details VXUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,395	Closed	-$211K	–	143
2025 Q1	$211K	Sell	3,395 -220	-6%	-$13.6K	0.02%	124
2024 Q4	$213K	Sell	3,615 -420	-10%	-$26K	0.02%	124
2024 Q3	$261K	Buy	4,035 +15	+0.4%	+$929	0.03%	113
2024 Q2	$242K	Buy	+4,020	New	+$243K	0.03%	114

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Whitney & Co's VXUS Position: Q2 2025 in Review

Whitney & Co sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2025, closing a stake of 3,395 shares — an estimated $211K sold.

Whitney & Co first reported a position in VXUS in Q2 2024 and held it in 4 quarters. The position peaked at $261K in Q3 2024. 1,401 funds tracked by Wall St. Rank hold VXUS as of Q2 2025.

Whitney & Co reported no remaining Vanguard Total International Stock ETF position as of Q2 2025 after selling out during the quarter.
Whitney & Co sold 3,395 Vanguard Total International Stock ETF shares in Q2 2025, an estimated $211K.
Whitney & Co first reported a position in Vanguard Total International Stock ETF in Q2 2024 and held it in 4 quarters.
Whitney & Co's Vanguard Total International Stock ETF position peaked at $261K in Q3 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2025.

Based on Whitney & Co's 13F filing for Q2 2025, filed 5 Aug 2025.